CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$2.76M
3
+$2.4M
4
FDX icon
FedEx
FDX
+$1.62M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.29M

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.08M
4
NVDA icon
NVIDIA
NVDA
+$1.05M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.04M

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.17%
11,821
+1,382
127
$1.16M 0.17%
72,429
-16,208
128
$1.15M 0.17%
15,162
+286
129
$1.13M 0.16%
9,333
+425
130
$1.13M 0.16%
10,438
-1,945
131
$1.09M 0.16%
8,969
+116
132
$1.08M 0.16%
11,565
+1,747
133
$1.07M 0.16%
16,845
+45
134
$1.04M 0.15%
33,775
+50
135
$1.03M 0.15%
3,658
+2,416
136
$1.02M 0.15%
411
-29
137
$1.01M 0.15%
3,834
-83
138
$1.01M 0.15%
2,140
-60
139
$1.01M 0.15%
6,320
+3,903
140
$1,000K 0.14%
4,262
+264
141
$984K 0.14%
15,825
-3,418
142
$963K 0.14%
14,278
-32
143
$958K 0.14%
4,616
+4
144
$957K 0.14%
4,129
145
$955K 0.14%
2,713
+821
146
$952K 0.14%
3,806
+419
147
$949K 0.14%
9,527
+696
148
$944K 0.14%
9,648
149
$935K 0.14%
9,799
-65
150
$934K 0.14%
8,505
+35
4 5
6
7 8